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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
151
Archford Capital Strategies
Illinois
$573K -$59.7K -1,081 -10%
CF
152
Corrigan Financial
Rhode Island
$568K
Cerity Partners
153
Cerity Partners
New York
$563K -$56.8K -1,028 -9%
CPCM
154
Cardinal Point Capital Management
Ontario, Canada
$558K -$109K -1,970 -17%
PFS
155
Prospera Financial Services
Texas
$553K -$7.9K -143 -1%
HWM
156
Heirloom Wealth Management
Colorado
$552K +$40.2K +728 +8%
GCM
157
Gallacher Capital Management
Colorado
$551K +$67.9K +1,229 +14%
RWM
158
Reston Wealth Management
Virginia
$550K -$608 -11 -0.1%
IWS
159
Integrity Wealth Solutions
Colorado
$545K +$4.09K +74 +0.8%
MAM
160
Milestone Asset Management
Pennsylvania
$541K +$21.2K +383 +4%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$528K -$837K -15,151 -62%
GWCM
162
Godshalk Welsh Capital Management
Pennsylvania
$524K +$111 +2 +0%
SL
163
Sentinus LLC
Illinois
$520K -$35.9K -649 -7%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$519K -$13.7K -248 -3%
EAMA
165
EFG Asset Management (Americas)
Florida
$516K +$507K +9,167 New
BFA
166
Beacon Financial Advisory
Ohio
$515K -$64.6K -1,168 -11%
CFA
167
Camarda Financial Advisors
Florida
$505K -$46.4K -840 -9%
FWM
168
FFT Wealth Management
Pennsylvania
$504K
NCM
169
New Capital Management
Texas
$503K +$49.9K +903 +11%
GIA
170
Gladstone Institutional Advisory
Florida
$495K
NAS
171
Nicolet Advisory Services
Wisconsin
$495K -$4.59K -83 -0.9%
MWM
172
Modera Wealth Management
New Jersey
$485K +$3.87K +70 +0.8%
WFS
173
Weitzel Financial Services
Iowa
$485K +$91.1K +1,648 +24%
HSWM
174
Hubbell Strickland Wealth Management
Louisiana
$483K -$4.31K -78 -0.9%
BRM
175
Boston Research & Management
Massachusetts
$481K -$15.5K -280 -3%